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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,672 | $104,098+91.8% | $140,514+42.1% | $94,015+112.4% |
| Participation rate | 36.8% | 73.7%-36.9pp | 77.8%-41.0pp | 70.8%-34.0pp |
| Annual return | 13.07% | 15.14%-2.1pp | 14.36%-1.3pp | 17.84%-4.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,541 | $4,033-61.8% | $4,919-68.7% | $4,249-63.7% |
| Admin fee / account holder | $17,705 | $10,439+69.6% | $13,697+29.3% | $8,951+97.8% |